This project is based on a template that I developed for use when meeting a new client or potential client for the first time. I've tried to include all the things that I've learnt I needed to know in that first meeting and maybe forgot to ask. Using this template ensures that I capture all the essential project information which in turn makes it easier to fully understand the requirements, come up with a quote and write the proposal.

In addition to this, I've found that this structured approach helps to win the client's trust and confidence through demonstrating good organisation and knowledge not only the intricacies of website development, but also the wider role of a website the development of the client's business as a whole.

This document isn't going to help you design, code, project manage, communicate, account manage, test, deliver or credit control. What it will do, is help you get off on the right foot and hopefully avoid some of the traps and pitfalls that I have fallen into over the years in the web design industry.

The language I have used is pretty informal and relaxed and mostly non-technical.

Audience

This document will make the most sense so someone involved with web development; however anyone involved in planning a web project (client or supplier) should find it useful.

How to use this template

The best way to use this document is to expand it to Level 1 and then explore the branches as you see fit. You don't really need to go in any particular order. Please read the notes attached to many of the topics for further information and guidance.

If you are using this document in a meeting with a client I would expect you to be adding in the clients responses by adding in extra nodes in the appropriate sub-topics.

In some cases, you may be deleting nodes which aren't relevant (or maybe marking the appropriate node with a flag or marker), such as in the Hosting goal, where I've listed the common server types and hosting packages.